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☆Meridian Financial Advisors, LLC

CIK 0002032629 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.354
AUM ($M)
208
Positions
146
Turnover
0.05
Top-10 wt
41%
Herfindahl
0.023
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 152 positions · portfolio value $208M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IVV funds › ISHARES TR TRIM — 5.3% -0.1% 10.9 14,620 -365 5 —
☆SCHD funds › SCHWAB STRATEGIC TR TRIM — 5.1% -0.6% 10.7 336,197 -3,229 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 4.9% +0.4% 10.3 13,948 -345 4 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F TRIM — 4.7% -0.8% 9.9 195,332 -4,913 5 —
☆DGRO funds › ISHARES TR ADD — 4.5% -0.2% 9.4 123,859 +478 5 —
☆IJR funds › ISHARES TR TRIM — 4.1% +0.1% 8.5 57,316 -1,436 5 —
☆IJH funds › ISHARES TR TRIM — 3.7% -0.1% 7.7 99,873 -2,332 5 —
☆SPYM funds › SPDR SERIES TRUST ADD — 3.3% +0.2% 6.8 77,729 +3,480 5 —
☆DGRW funds › WISDOMTREE TR ADD — 2.8% +0.1% 5.7 60,080 +3,817 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 2.5% -0.1% 5.1 63,316 +47,245 5 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II ADD — 2.4% +0.4% 5.0 16,554 +1,229 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T TRIM — 2.0% -0.1% 4.2 19,831 -414 5 —
☆VB funds › VANGUARD INDEX FDS ADD — 1.9% +0.0% 4.0 13,274 +46 5 —
☆SDY funds › SPDR SERIES TRUST ADD — 1.9% -0.1% 4.0 26,212 +1,094 5 —
☆SPSM funds › SPDR SERIES TRUST ADD — 1.9% +0.1% 3.9 67,352 +1,056 5 —
☆RWL funds › INVESCO EXCH TRADED FD TR II ADD — 1.8% +0.3% 3.8 29,725 +5,922 4 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 1.3% -0.1% 2.8 35,521 +1,192 5 —
☆MSFT funds › MICROSOFT CORP ADD — 1.2% -0.1% 2.6 6,838 +165 5 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T TRIM — 1.2% +0.0% 2.5 27,589 -661 5 —
☆VOT funds › VANGUARD INDEX FDS TRIM — 1.2% +0.0% 2.5 8,059 -277 5 —
☆SPYG funds › SPDR SERIES TRUST TRIM — 1.2% +0.1% 2.4 20,339 -273 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 1.1% -0.1% 2.4 10,018 -119 5 —
☆LVHI funds › LEGG MASON ETF INVT ADD — 1.1% +0.1% 2.3 55,485 +11,650 5 —
☆SPMD funds › SPDR SERIES TRUST ADD — 1.0% +0.0% 2.2 32,034 +514 5 —
☆RIGS funds › ALPS ETF TR TRIM ETP 1.0% -0.2% 2.1 90,591 -1,669 5 —
☆AAPL funds › APPLE INC TRIM — 0.9% -0.0% 2.0 6,792 -149 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 0.9% +0.0% 1.9 2,611 +9 5 —
☆VBK funds › VANGUARD INDEX FDS TRIM — 0.9% +0.0% 1.9 5,182 -45 5 —
☆SPSB funds › SPDR SERIES TRUST ADD — 0.9% -0.1% 1.9 62,842 +2,343 5 —
☆MRK funds › MERCK & CO INC HOLD — 0.9% -0.1% 1.9 14,634 +0 5 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM — 0.9% -0.0% 1.8 2,622 -25 5 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 0.9% +0.0% 1.8 64,523 +3,408 5 —
☆ICLO funds › INVESCO ACTIVELY MANAGED EXC ADD — 0.8% -0.0% 1.6 61,209 +4,095 4 —
☆SLYV funds › SPDR SERIES TRUST HOLD — 0.7% +0.0% 1.5 14,171 +0 5 —
☆CSCO funds › CISCO SYS INC ADD — 0.7% +0.2% 1.5 12,892 +442 5 —
☆VBR funds › VANGUARD INDEX FDS TRIM — 0.7% -0.0% 1.5 5,969 -21 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.7% +0.0% 1.4 1,994 +33 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F ADD — 0.6% -0.1% 1.2 21,988 +1,113 5 —
☆IEMG funds › ISHARES INC ADD — 0.6% +0.1% 1.2 14,959 +2,193 3 —
☆IUSG funds › ISHARES TR TRIM — 0.6% +0.0% 1.2 6,531 -373 5 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II ADD — 0.5% +0.3% 1.1 7,049 +2,891 4 —
☆AMZN funds › AMAZON COM INC TRIM — 0.5% -0.0% 1.1 4,631 -181 5 —
☆SPLV funds › INVESCO EXCH TRADED FD TR II TRIM — 0.5% -0.1% 1.1 14,677 -99 5 —
☆XLU funds › SELECT SECTOR SPDR TR TRIM — 0.5% -0.1% 1.0 23,076 -740 5 —
☆DON funds › WISDOMTREE TR ADD — 0.5% -0.0% 1.0 18,511 +7 5 —
☆IDMO funds › INVESCO EXCH TRADED FD TR II ADD — 0.5% +0.2% 1.0 17,312 +6,720 3 —
☆SPIB funds › SPDR SERIES TRUST ADD — 0.5% -0.0% 1.0 30,814 +3,299 5 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.5% -0.1% 1.0 12,301 -4 5 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 0.5% +0.1% 1.0 5,281 +350 5 —
☆VYMI funds › VANGUARD WHITEHALL FDS ADD — 0.5% -0.0% 1.0 9,985 +649 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.5% -0.0% 1.0 2,912 +50 5 —
☆IJJ funds › ISHARES TR TRIM — 0.4% -0.0% 0.9 6,152 -150 5 —
☆FBCG funds › FIDELITY COVINGTON TRUST TRIM — 0.4% -0.0% 0.9 14,178 -1,525 5 —
☆IDHQ funds › INVESCO EXCH TRADED FD TR II ADD — 0.4% +0.1% 0.9 19,643 +1,724 5 —
☆GOOG funds › ALPHABET INC ADD — 0.4% +0.0% 0.8 2,405 +100 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.4% +0.0% 0.8 9,624 +8,000 5 —
☆VOE funds › VANGUARD INDEX FDS TRIM — 0.4% -0.0% 0.8 4,130 -96 5 —
☆XMMO funds › INVESCO EXCHANGE TRADED FD T ADD — 0.4% +0.1% 0.8 4,610 +735 5 —
☆GOOGL funds › ALPHABET INC HOLD — 0.4% +0.0% 0.8 2,151 +0 5 —
☆NOBL funds › PROSHARES TR ADD — 0.4% -0.0% 0.8 13,445 +6,721 5 —
☆FALN funds › ISHARES TR ADD — 0.4% +0.0% 0.7 27,455 +3,194 4 —
☆CRWD funds › CROWDSTRIKE HLDGS INC HOLD — 0.4% +0.1% 0.7 978 +0 5 —
☆SYLD funds › CAMBRIA ETF TR TRIM — 0.4% -0.1% 0.7 9,386 -598 5 —
☆IJT funds › ISHARES TR TRIM — 0.3% +0.0% 0.7 3,877 -122 5 —
☆XMHQ funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.3% -0.0% 0.7 5,898 -91 5 —
☆VYM funds › VANGUARD WHITEHALL FDS TRIM — 0.3% -0.0% 0.6 4,032 -343 5 —
☆SUSA funds › ISHARES TR TRIM — 0.3% -0.0% 0.6 3,975 -325 5 —
☆JMST funds › J P MORGAN EXCHANGE TRADED F ADD — 0.3% +0.0% 0.6 11,900 +3,078 5 —
☆IGIB funds › ISHARES TR ADD — 0.3% +0.0% 0.6 11,174 +1,367 5 —
☆XLV funds › SELECT SECTOR SPDR TR TRIM — 0.3% -0.0% 0.6 3,658 -62 5 —
☆DIVI funds › FRANKLIN TEMPLETON ETF TR ADD — 0.3% -0.0% 0.6 13,540 +117 5 —
☆WM funds › WASTE MGMT INC DEL HOLD — 0.3% -0.0% 0.6 2,571 +0 5 —
☆IEFA funds › ISHARES TR ADD — 0.3% +0.0% 0.6 5,868 +1,048 2 —
☆JNJ funds › JOHNSON & JOHNSON HOLD — 0.3% -0.0% 0.6 2,215 +0 5 —
☆DIVB funds › ISHARES TR ADD — 0.3% +0.0% 0.5 8,631 +1,257 5 —
☆EFA funds › ISHARES TR ADD — 0.3% -0.0% 0.5 5,013 +115 5 —
☆IJK funds › ISHARES TR TRIM — 0.2% +0.0% 0.5 4,423 -63 5 —
☆MDYV funds › SPDR SERIES TRUST HOLD — 0.2% -0.0% 0.5 5,463 +0 5 —
☆SPDG funds › SPDR SERIES TRUST TRIM — 0.2% -0.0% 0.5 10,990 -445 5 —
☆XLF funds › SELECT SECTOR SPDR TR TRIM — 0.2% -0.0% 0.5 9,418 -207 5 —
☆RTX funds › RTX CORPORATION ADD — 0.2% -0.0% 0.5 2,599 +50 5 —
☆CVS funds › CVS HEALTH CORP ADD — 0.2% +0.1% 0.5 4,594 +560 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.2% +0.0% 0.5 1,688 +8 5 —
☆LMT funds › LOCKHEED MARTIN CORP HOLD — 0.2% -0.1% 0.5 928 +0 5 —
☆FPXI funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.2% -0.0% 0.5 5,463 -1,698 5 —
☆SCHM funds › SCHWAB STRATEGIC TR TRIM — 0.2% -0.0% 0.5 12,335 -1,043 5 —
☆XLI funds › SELECT SECTOR SPDR TR ADD — 0.2% +0.0% 0.4 2,336 +28 5 —
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 0.2% +0.0% 0.4 12,563 +200 4 —
☆RWJ funds › INVESCO EXCH TRADED FD TR II ADD — 0.2% +0.1% 0.4 7,105 +1,600 5 —
☆IMFL funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.2% -0.0% 0.4 12,100 +200 2 —
☆VIGI funds › VANGUARD WHITEHALL FDS TRIM — 0.2% -0.0% 0.4 4,399 -5 5 —
☆SO funds › SOUTHERN CO HOLD — 0.2% -0.0% 0.4 4,227 +0 5 —
☆SLYG funds › SPDR SERIES TRUST TRIM — 0.2% -0.0% 0.4 3,386 -300 5 —
☆GTO funds › INVESCO ACTIVELY MANAGED EXC ADD — 0.2% +0.0% 0.4 8,582 +2,042 2 —
☆SJNK funds › SPDR SERIES TRUST TRIM — 0.2% -0.0% 0.4 15,799 -434 5 —
☆XLB funds › SELECT SECTOR SPDR TR TRIM — 0.2% -0.0% 0.4 7,679 -269 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.2% -0.0% 0.4 775 +16 5 —
☆SPDW funds › SPDR INDEX SHS FDS ADD — 0.2% -0.0% 0.4 7,614 +36 5 —
☆VV funds › VANGUARD INDEX FDS TRIM — 0.2% -0.0% 0.4 1,100 -100 5 —
☆JMUB funds › J P MORGAN EXCHANGE TRADED F ADD — 0.2% -0.0% 0.4 7,392 +500 5 —
☆SYK funds › STRYKER CORPORATION ADD — 0.2% +0.0% 0.4 1,183 +187 5 —
☆CUSIP:26922A321 funds › ETF SER SOLUTIONS HOLD — 0.2% -0.0% 0.4 6,000 +0 5 —
☆RDDT funds › REDDIT INC HOLD — 0.2% +0.0% 0.4 2,059 +0 5 —
☆MCD funds › MCDONALDS CORP HOLD — 0.2% -0.1% 0.4 1,315 +0 5 —
☆AVGO funds › BROADCOM INC TRIM — 0.2% +0.0% 0.3 893 -10 5 —
☆HFSI funds › HARTFORD FDS EXCHANGE TRADED TRIM — 0.2% -0.0% 0.3 9,466 -484 3 —
☆USB funds › US BANCORP ADD — 0.2% +0.0% 0.3 5,482 +9 5 —
☆ANGL funds › VANECK ETF TRUST ADD — 0.2% -0.0% 0.3 11,246 +70 5 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.2% -0.1% 0.3 1,960 +100 5 —
☆D funds › DOMINION ENERGY INC ADD — 0.2% -0.0% 0.3 4,735 +37 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.2% -0.0% 0.3 4,528 +4 5 —
☆PPA funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.2% -0.0% 0.3 1,800 +0 5 —
☆OMFL funds › INVESCO EXCH TRD SLF IDX FD NEW — 0.1% +0.1% 0.3 4,519 +4,519 1 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.1% +0.1% 0.3 3,443 +3,443 1 —
☆SCZ funds › ISHARES TR TRIM — 0.1% -0.0% 0.3 3,675 -299 5 —
☆DIA funds › STATE STR SPDR DOW JONES IND HOLD — 0.1% -0.0% 0.3 575 +0 5 —
☆AEP funds › AMERICAN ELEC PWR CO INC ADD — 0.1% -0.0% 0.3 2,189 +4 5 —
☆XLE funds › SELECT SECTOR SPDR TR ADD — 0.1% -0.0% 0.3 5,624 +2 4 —
☆MS funds › MORGAN STANLEY HOLD — 0.1% +0.0% 0.3 1,423 +0 4 —
☆BAC funds › BANK OF AMER CORP HOLD — 0.1% +0.0% 0.3 5,151 +0 5 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.1% +0.0% 0.3 5,789 +1,077 2 —
☆XMLV funds › INVESCO EXCH TRADED FD TR II HOLD — 0.1% -0.0% 0.3 4,411 +0 5 —
☆BALL funds › BALL CORP HOLD — 0.1% -0.0% 0.3 4,560 +0 5 —
☆ABBV funds › ABBVIE INC HOLD — 0.1% +0.0% 0.3 1,122 +0 5 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% -0.0% 0.3 4,478 +51 2 —
☆KO funds › COCA COLA CO ADD — 0.1% -0.0% 0.3 3,365 +150 5 —
☆V funds › VISA INC TRIM — 0.1% -0.0% 0.3 788 -25 5 —
☆XAR funds › SPDR SERIES TRUST HOLD — 0.1% -0.0% 0.3 950 +0 5 —
☆NEE funds › NEXTERA ENERGY INC HOLD — 0.1% -0.0% 0.3 3,044 +0 5 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.1% -0.0% 0.3 1,805 +100 5 —
☆NVDA funds › NVIDIA CORPORATION HOLD — 0.1% +0.0% 0.2 1,249 +0 4 —
☆BLOK funds › AMPLIFY ETF TR NEW — 0.1% +0.1% 0.2 3,960 +3,960 1 —
☆AGGY funds › WISDOMTREE TR TRIM — 0.1% -0.0% 0.2 5,693 -193 5 —
☆WCBR funds › WISDOMTREE TR NEW — 0.1% +0.1% 0.2 6,670 +6,670 1 —
☆DUK funds › DUKE ENERGY CORP NEW HOLD — 0.1% -0.0% 0.2 1,908 +0 5 —
☆SCHY funds › SCHWAB STRATEGIC TR NEW — 0.1% +0.1% 0.2 7,170 +7,170 1 —
☆IWF funds › ISHARES TR NEW — 0.1% +0.1% 0.2 1,832 +1,832 1 —
☆CB funds › CHUBB LIMITED HOLD — 0.1% -0.0% 0.2 661 +0 3 —
☆XLC funds › SELECT SECTOR SPDR TR HOLD — 0.1% -0.0% 0.2 2,100 +0 5 —
☆TRV funds › TRAVELERS COMPANIES INC NEW — 0.1% +0.1% 0.2 662 +662 1 —
☆IJS funds › ISHARES TR NEW — 0.1% +0.1% 0.2 1,576 +1,576 1 —
☆IQLT funds › ISHARES TR NEW — 0.1% +0.1% 0.2 4,288 +4,288 1 —
☆JMHI funds › J P MORGAN EXCHANGE TRADED F NEW — 0.1% +0.1% 0.2 4,147 +4,147 1 —
☆REGL funds › PROSHARES TR TRIM — 0.1% -0.0% 0.2 2,263 -97 5 —
☆ORCL funds › ORACLE CORP TRIM — 0.1% -0.0% 0.2 1,383 -50 5 —
☆IEV funds › ISHARES TR NEW — 0.1% +0.1% 0.2 2,769 +2,769 1 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT — 0.0% -0.1% 0.0 0 -1,416 0 —
☆UTHR funds › UNITED THERAPEUTICS CORP DEL EXIT — 0.0% -0.1% 0.0 0 -400 0 —
☆BSJQ funds › INVESCO EXCH TRD SLF IDX FD EXIT — 0.0% -0.1% 0.0 0 -9,039 0 —
☆EFAV funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -2,568 0 —
☆VZ funds › VERIZON COMMUNICATIONS INC EXIT — 0.0% -0.1% 0.0 0 -5,462 0 —
☆AVY funds › AVERY DENNISON CORP EXIT — 0.0% -0.1% 0.0 0 -1,231 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 208 146 0.05 41% 0.023 0.353 — in
2026Q1 183 141 0.04 42% 0.024 0.363 — in
2025Q4 184 141 0.04 42% 0.024 0.322 — in
2025Q3 178 140 0.08 43% 0.026 0.265 — in
2025Q2 155 127 0.04 44% 0.027 0.369 — entered
2025Q1 143 121 0.00 46% 0.029 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status